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Crowdfunding Account Sign-Up Settings

2 min read

Objective #

This SOP outlines the steps to configure account sign-up settings for crowdfunding campaigns, ensuring a customized user experience on the front end.

Key Steps #

1. Introduction to Account Sign-Up Settings 0:00

  • The account sign-up settings are primarily used for crowdfunding sign-ups.
  • Recognize the importance of customizing user fields during the sign-up process. Choosing the right fields will always depend on your campaign and the users that you are hoping to attract.

2. Accessing the Sign-Up Form 0:40

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  • Log out of your account to view the sign-up process.
  • Navigate to the sign-up page to see the fields available for customization. This is the view that the users will see from the front end.

3. Configuring Sign-Up Fields 1:16

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  • Identify the fields available for sign-up:
    • First Name
    • Last Name
    • Email
    • Phone
    • Password
    • Address
    • State
    • Country
    • City
    • Zip
  • Decide which fields are necessary based on your campaign needs. Show or hide whichever fields you feel are necessary.

4. How to disable the options

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  • Once you have navigated to the accounts section you will see the options to enable or disable each item by using the toggle button like above.
  • Consider hiding fields that are not essential: 2:50
    • Address
    • City
    • Country
    • State
    • Zip Code
  • Configure additional fields: 2:07
    • Hide or show prefix options (Mr., Mrs., Dr., etc.).
    • Make first name and last name required or optional.
    • Decide on the necessity of username, email, phone, and password fields.

5. Two-Factor Authentication Settings 1:51

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  • Understand that two-factor authentication is enabled by default to prevent spam accounts.
  • To disable it, toggle the setting on or off as needed.

6. Saving Your Settings 3:17

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  • Once all configurations are made, click ‘Update Settings’ to save changes.
  • Ensure that the changes take effect immediately.

Cautionary Notes #

  • Ensure that you do not disable two-factor authentication unless absolutely necessary, as it helps protect against spam accounts.
  • Be mindful of the information you collect; only ask for what is necessary to avoid overwhelming users.

Tips for Efficiency #

  • Review the sign-up fields regularly to ensure they meet current campaign needs.
  • Test the sign-up process after making changes to ensure a smooth user experience.

Link to Loom #

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